Berkshire Money Management, Inc. Portfolio Holdings

Berkshire Money Management, Inc.

  • $840 Million
  • Q2 2025

Berkshire Money Management, Inc. has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $840 Million distributed in 167 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $213M, Spdr Dow Jones Industrial Average ETF Trust with a value of $79.7M, Invesco Qqq Trust, Series 1 with a value of $72.2M, Vanguard Bd Index Fd Inc Short with a value of $62.3M, and Vanguard Dividend Appreciation with a value of $51.7M.

Examining the 13F form we can see an increase of $44.1M in the current position value, from $796M to 840M.

Below you can find more details about Berkshire Money Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $840 Million
ETFs: $813 Million
Technology: $11.7 Million
Industrials: $3.19 Million
Consumer Cyclical: $3.17 Million
Communication Services: $2.48 Million
Financial Services: $2.45 Million
Consumer Defensive: $1.73 Million
Energy: $1.72 Million
Other: $558,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.45T
$4.8 Million 0.57% of portfolio
23,374
Q2 2025 Added 0.46%
$3.77T
$3.26 Million 0.39% of portfolio
6,550
Q2 2025 Added 0.61%
$416B
$2.42 Million 0.29% of portfolio
15,323
Q2 2025 Added 1.71%
$2.32T
$2.16 Million 0.26% of portfolio
9,845
Q2 2025 Added 3.04%
$452B
$1.51 Million 0.18% of portfolio
13,989
Q2 2025 Added 1.9%
$1.58T
$885,000 0.11% of portfolio
1,200
Q2 2025 Reduced 7.19%
$417B
$785,000 0.09% of portfolio
793
Q2 2025 Added 1.02%
$622B
$773,000 0.09% of portfolio
1,592
Q1 2025 Added 2.31%
$1.14T
$674,000 0.08% of portfolio
3,826
Q2 2025 Reduced 17.49%
$219B
$698,000 0.08% of portfolio
4,782
Q2 2025 Added 2.03%
$85.3B
$629,000 0.07% of portfolio
4,720
Q1 2025 Added 0.38%
$113B
$471,000 0.06% of portfolio
1,710
Q2 2025 Added 2.95%
$575B
$488,000 0.06% of portfolio
1,377
Q2 2025 Reduced 7.02%
$2.76B
$539,000 0.06% of portfolio
3,228
Q4 2024 New
$136B
$408,000 0.05% of portfolio
1,949
Q1 2025 New
$92.6B
$385,000 0.05% of portfolio
552
Q4 2024 New
$530B
$411,000 0.05% of portfolio
307
Q2 2025 Reduced 6.12%
$855B
$439,000 0.05% of portfolio
1,516
Q2 2025 Reduced 21.9%
$74.1B
$296,000 0.04% of portfolio
1,114
Q2 2025 Reduced 16.99%
$375B
$316,000 0.04% of portfolio
1,986
Q1 2025 Reduced 1.78%
$380B
$325,000 0.04% of portfolio
889
Q2 2025 Reduced 23.89%
$63.9B
$338,000 0.04% of portfolio
4,629
Q2 2025 Added 4.52%
$1.17T
$273,000 0.03% of portfolio
1,540
Q2 2025 Reduced 19.37%
$81.7B
$288,000 0.03% of portfolio
989
Q2 2025 Reduced 6.61%
$294B
$213,000 0.03% of portfolio
1,491
Q1 2025 Reduced 16.52%
$260B
$216,000 0.03% of portfolio
2,210
Q2 2025 Reduced 25.29%
$264B
$216,000 0.03% of portfolio
793
Q2 2025 Reduced 16.35%
$159B
$235,000 0.03% of portfolio
1,012
Q2 2025 Reduced 4.53%
$177B
$236,000 0.03% of portfolio
1,484
Q1 2025 New
$195B
$238,000 0.03% of portfolio
8,249
Q2 2025 Reduced 29.92%
$738B
$243,000 0.03% of portfolio
312
Q2 2025 Added 0.65%
$383B
$210,000 0.02% of portfolio
4,456
Q2 2025 New
$301B
$210,000 0.02% of portfolio
2,976
Q1 2025 New
$42.1B
$207,000 0.02% of portfolio
2,100
Q2 2025 Added 5.0%
$201B
$205,000 0.02% of portfolio
1,557
Q1 2025 New
$280B
$200,000 0.02% of portfolio
2,889
Q2 2025 New
$104B
$200,000 0.02% of portfolio
620
Q2 2025 New
$3.01B
$92,000 0.01% of portfolio
14,800
Q1 2025 Reduced 21.28%
$871M
$92,000 0.01% of portfolio
10,000
Q4 2024 New
$165M
$23,000 0.0% of portfolio
11,349
Q1 2025 New
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 0.12%
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 13.83%

Summary

  • Portfolio
  • No. of Stocks 167
  • Current Value $840 Million
  • Prior Value $796 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 56 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
Track This Portfolio

Track Berkshire Money Management, Inc. Portfolio

Follow Berkshire Money Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Berkshire Money Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Berkshire Money Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email